Ticker archive
What was said about Broadcom
This is the TubeRank file on AVGO. Price calls from finance YouTube are kept here with the original quote, then checked against the market once their window closes. Read it the way you would a research notebook.
AVGOBroadcom
$364.54as of 10h ago
The record, in brief
7 calls from 2 channels are on file for AVGO. None have resolved yet, so there is no hit rate to report. 1 is still pending. The record leans bullish: 7 bullish and 0 bearish.
- On file
- 7
- Hit rate
- —
- Pending
- 1
- Channels
- 2
recorded calls
nothing resolved yet
awaiting a result
7 bullish · 0 bearish
No chart in this file yet
Plotting needs at least two calls that each have a price target and a video date. What we do have is listed below.
Calls, by channel
Grouped by who said it. The latest thesis is written out; open a channel for the calls we kept, newest first.
Meet Kevin5 callsBullishKevin includes Broadcom among hardware names he believes are undervalued relative to profitability as part of his 'hardware 2.0' thesis.
Kevin includes Broadcom among hardware names he believes are undervalued relative to profitability as part of his 'hardware 2.0' thesis.
Earlier theses (4)
Kevin expects Broadcom to benefit from the same inference/opex-driven hardware super-cycle thesis he applies across ASIC and chip manufacturers, despite not owning the stock himself.
Broadcom is grouped with other hardware names Kevin expects to benefit if his bullish Iran-deal scenario plays out.
Kevin views Broadcom as fundamentally strong and undervalued given its cheap PEG ratio, high margins, and strong cash flow, even as the stock faces near-term technical selling pressure amid broader hardware sector bearishness. He cites Broadcom's own guidance for AI revenue growth but does not offer his own stock price target.
Kevin views Broadcom as fundamentally strong but temporarily punished for a small Q4 revenue guidance miss, noting exceptional margins, huge free cash flow, and a cheap valuation relative to growth. He believes the stock could be worth close to $1,000 based on its margin profile, though he flags the large debt load as a lingering concern.
“I believe companies like AVgo, Meta, Nvidia have all been left behind with valuations of under one peg.”
“I don't own any Broadcom, but I think Broadcom will do well.”
“That would benefit the Nvidia, the Broadcoms, the AMDs, the Core Weaves, um Oracle, even though it's flat after earnings here, SpaceX, thes…”
“Broadcom's trading like a point uh nine peg ratio right now. Really cheap.”
“I've got this at almost $1,000 because of the margins they have. They have Nvidia like freaking margins.”
Michael Tyler2 callsBullishThe speaker is bullish on Broadcom as a potential winner among AI hardware companies capable of executing despite the broader trade cooling.
The speaker is bullish on Broadcom as a potential winner among AI hardware companies capable of executing despite the broader trade cooling.
Earlier thesis (1)
The presenter expects Broadcom to perform well over time due to its custom silicon business, though without a specific price target.